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Kornholio's avatar
Kornholio
Helper III
6 years ago

Using a Date filter and KPI

Hi,   I have a date, "Target Date", which has multiple date entries. I have it in a filter by "Relative Date" selections, for things like, weekly, bi weekly, etc. I also have an "Expectations" colu...
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Kornholio's avatar
Kornholio
Helper III
6 years ago

So, i have a date table and a column with Expectations(=20,30,40,50, etc.) So a line could look like this

 

Name, Location, Task, Date,  Expectation

John, Minnesota, Nurse, Jan 2020, 60

 

Basically, I wanted to pick a date range (1 week, 2 weeks, 3 weeks, etc), then say the 60 above is =1 week. If i choose 2 weeks, the number would multiply to 120 (or 60x2). If i choose 3 weeks, the number would report for Expectation as 180. Each week I choose from week 1 would multiply that way

 

Anonymous's avatar
Anonymous
Not applicable
6 years ago

Hi Kornholio ,

 

Sorry I didn't get the point.

How do you define the date range? Weeks between selected max [Target date] and min [Target date]?

 

Best Regards,

Jay

Community Support Team _ Jay Wang

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

  • Kornholio's avatar
    Kornholio
    Helper III
    6 years ago

    Alright, bit of a change, so if i have a Period Date filter dropdown and i need for Period 1 to show # of Units as whatever they have, say 30, and the Expectation is set for 60, then when i choose Period 1 and Period 2, the  # of units will double and the Expecation would too. Is there a calc for this? I will send a sheet of data i use if you need it

    • Anonymous's avatar
      Anonymous
      Not applicable
      6 years ago

      Hi Kornholio ,

       

      I didn't find "units" column in your sample data but i did find "Expecation" column.

      So basically you want the value/sum of "Expecation" multiplied by the count of selected "Period"? And should the target date within the selected "Period"?

       

      Best Regards,

      Jay

       

      Community Support Team _ Jay Wang

      If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

       

      • Kornholio's avatar
        Kornholio
        Helper III
        6 years ago

        Hi,

         

        So each CSV file that i pull in will have been called the name of the two week period. I have a calculation taking in the start and end dates as the period and use as a filter.

         

        Looks like this

         

        textperiod = CONCATENATE(CONCATENATE(CONCATENATE("Wk ",'Schedule Report'[Pay Period]),": "),CONCATENATE(CONCATENATE('Schedule Report'[startdate]," - "),'Schedule Report'[Enddate]))
         
        and this is the calc for the Pay Period
         
        Pay Period = FLOOR(DATEDIFF(DATE(2020,1,05),'Schedule Report'[Target Date],DAY)/14,1)+1
         
        I am attaching another file(HTML) with units and expectations
         
        Basically each day they have an expecation of 1.2 units and they have the # of units completed and Productivity Units.
         
        I want to use the filter for Period and have the units accounted for in each period chosen and the Productivity Units.